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My weekends are spent reading through the tax code (so you don’t have to).
Everything we’re sharing with our clients about their finances.
Sep 29, 2024
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Rush Imhotep
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My weekends are spent reading through the tax code (so you don’t have to).
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Whoever said that you need to pay capital gains tax was misinformed.
Here’s how we’ve helped our clients avoid paying them (when necessary)
Sep 16, 2024
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Whoever said that you need to pay capital gains tax was misinformed.
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When exercising your stock options goes wrong
“I’m rich b***h” - Dave Chapelle
Sep 9, 2024
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When exercising your stock options goes wrong
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An “Inconvenient” Truth
By far the most terrifying blog you will ever read.
Sep 2, 2024
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An “Inconvenient” Truth
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August 2024
The retirement guide you didn’t know you needed (if you own a business)
Everything you need to know when setting up your retirement plan
Aug 26, 2024
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The retirement guide you didn’t know you needed (if you own a business)
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Why Interest Rates Going Down Matters (To You)!
How to best position yourself when rates come down.
Aug 19, 2024
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Rush Imhotep
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Why Interest Rates Going Down Matters (To You)!
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The Early Retirement Strategy you never heard about
Laddered Roth Conversions
Aug 12, 2024
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The Early Retirement Strategy you never heard about
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“Should I hire my kids?”
Creative tax savings strategies for business owners
Aug 5, 2024
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Rush Imhotep
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“Should I hire my kids?”
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July 2024
What Changes at 50?
For many of our clients, turning 50 is a significant milestone for several reasons:
Jul 29, 2024
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Rush Imhotep
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What Changes at 50?
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A Selfish Reason to Donate Money to your School
Charitable Gift Annuities
Jul 14, 2024
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Rush Imhotep
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A Selfish Reason to Donate Money to your School
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What are the best states to retire tax-wise?
It’s not just Florida and Texas
Jul 8, 2024
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What are the best states to retire tax-wise?
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Why Pay 1%
I’m biased
Jul 1, 2024
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Why Pay 1%
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